Company Information

Get to know kaplan financial consulting group, llc

Kaplan Financial Consulting Group, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm registered with the U.S. Securities and Exchange Commission (SEC). They operate under a strict fiduciary standard, meaning they are legally obligated to act in their clients' best interests at all times. The firm provides comprehensive financial planning, investment management, wealth management, retirement planning, and estate planning services primarily to individuals, families, and business owners. Their stated mission is to offer objective, unbiased financial advice to help clients achieve their long-term financial goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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kaplan financial consulting group, llc

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.